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Gradient Investments’s Casella Waste Systems CWST Stock Holding History

Gradient Investments’s Portfolio CWST Stock Details CWST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.58M Buy
26,652
+932
+4% +$79.6K 0.04% 240
2026
Q1 		$2.04M Buy
+25,720
New +$2.46M 0.03% 249
2019
Q4 		– Sell
-850
Closed -$36K – 1115
2019
Q3 		$36K Buy
+850
New +$36.8K ﹤0.01% 430

Other funds holding CWST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gradient Investments's CWST Position: Q2 2026 in Review

Gradient Investments increased its Casella Waste Systems (CWST) stake by 3.6% in Q2 2026, buying an estimated $79.6K and bringing the position to 26,652 shares worth $2.58M. The position accounts for 0.04% of the portfolio, ranked #240.

Gradient Investments first reported a position in CWST in Q3 2019 and has held it in 3 quarters since. 415 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

  • Gradient Investments held 26,652 shares of Casella Waste Systems worth $2.58M as of Q2 2026.
  • Gradient Investments bought 932 Casella Waste Systems shares in Q2 2026, an estimated $79.6K.
  • Casella Waste Systems made up 0.04% of Gradient Investments's portfolio in Q2 2026, its #240 holding.
  • Gradient Investments first reported a position in Casella Waste Systems in Q3 2019 and has held it in 3 quarters since.
  • 415 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.